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  2. LITHIA MOTORS, INC.
Sponsor portfolioTH

LITHIA MOTORS, INC.

EIN 93-0572810-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$1.03B assets
Welfare
1
$40.7M premiums
Participants
51,434
150 N BARTLETT ST - MEDFORD, OR 97501800-995-4125
Plans on this EIN
2 filings
#003401k-$1.03B - 30,021 part#503Fully Insured-$40.7M - 23,240 lives

Benefits portfolio analytics

1 plan / $40.7M premiums / 23,240 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$16.4M
  • Short-term disability$13.1M
  • Other$12.2M
  • Life$12.0M
  • Long-term disability$12.0M
  • Dental$11.0M
  • +1 more
Total $40.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA58%
  • KAISER FOUNDATION HEALTH PLAN INC35%
  • BLUE CROSS OF CALIFORNIA3%
  • HEALTH NET2%
  • WILLAMETTE DENTAL INSURANCE, INC.1%
  • +3 more
Total $40.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • THE PARTNERS GROUP99%
  • PACIFIC ADVISORS OF OREGON LLC1%
  • THE BOON INSURANCE AGENCY0%
  • WEALTH DESIGN GROUP, LLC0%
Total $2.5M4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LITHIA MOTORS, INC. 401(K) PLAN

401k

Assets$1.03B
Participants30,021
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LITHIA MOTORS INC CAFETERIA PLAN

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$40.7M
Covered lives23,240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003LITHIA MOTORS, INC. 401(K) PLAN401k$1.03B30,0212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LITHIA MOTORS INC CAFETERIA PLANFully InsuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$40.7M23,2402024
Retirement plans
Welfare plans
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